Professional Wealth Managementt

Home / FinTech

RSS
Toolkit
From FinTech October 25, 2019

Fintech on Friday: The new era of portfolio management toolkits

A new range of technology tools is now available to help wealth managers manage private clients’ money in a more efficient manner

Data globe
From FinTech October 11, 2019

Fintech on Friday: Using data to personalise the client experience

Wealth managers are able to collect more client data than ever before and can use it to deliver a more bespoke experience. But striking the right balance between privacy and personalisation will be an ongoing challenge

VR headset teaser
From FinTech September 13, 2019

Fintech on Friday: What women want from wealth management technology

Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

Alessandro Tonchia, Finantix
From FinTech August 30, 2019

Fintech on Friday: How AI can bolster the human side of wealth management

Technology can help relationship managers to provide clients with a more personalised service, claims Alessandro Tonchia, co-founder of Finantix

Judges
From FinTech August 28, 2019

Private banks slowly but surely adapting to digital era

Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

Smartphone
From FinTech August 16, 2019

Fintech on Friday: How technology can deliver enhanced client value

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

Isle of Man flag
From FinTech August 2, 2019

Fintech on Friday: Isle of Man opens its arms to blockchain enterprises

The Isle of Man has big plans for its digital economy and a new initiative aims to get blockchain businesses to set up on the island

Robot hand
From FinTech July 19, 2019

Fintech on Friday: Vendors partner up to meet needs of wealth managers

Technology firms are increasingly collaborating to meet the needs of their client base. Both vendors and their customers, including wealth managers, stand to benefit

Sharmil Patwa, Opus Una Financial Services Consulting
From FinTech July 5, 2019

Fintech on Friday: Using technology to open up new revenue streams

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Luigi Pigorini, Citi
From FinTech June 21, 2019

Fintech on Friday: Citi sees no need for warp speed on digital journey

Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing

Yuri Bender web
From FinTech June 13, 2019

Private View Blog: Will wealth managers find the right mix between talent and technology?

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

DNA
From FinTech June 7, 2019

Fintech on Friday: Embedding digital into a private bank's DNA

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

Elisabeth Dana, Infinity Circle web
From FinTech May 17, 2019

Fintech on Friday: Hybrid models key to successful evolution of digital wealth management

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

Eye code
From FinTech May 10, 2019

Fintech on Friday: Using visual design to build strong relationships in wealth management

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Netflix
From FinTech April 26, 2019

Fintech on Friday: Have the FAANGs lost their bite?

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

Superman
From FinTech April 12, 2019

Fintech on Friday: Creating Superman through the application of technology

New tools to empower relationship managers already exist. Without them, they will not be able to compete

Benoit Legrand, ING web
From FinTech March 15, 2019

Fintech on Friday: Why it takes blood, sweat and tears to foster an innovative mindset

The key to instilling an innovative culture at the heart of a bank is to do things from the customers’ point of view, believes ING’s chief innovation officer, Benoit Legrand

iPad and papers
From FinTech March 1, 2019

Fintech on Friday: CLM – a toolkit that benefits both clients and bottom lines

Client lifecycle management systems can bring cost savings and provide wealth firms with a better understanding of customers

Facebook privacy
From FinTech February 8, 2019

Fintech on Friday: Striking the right balance between personalisation and privacy

Research suggests investors are more comfortable sharing their personal data than wealth managers realise

Robin Geffen, Neptune
From FinTech February 1, 2019

Fintech on Friday: Investors underweight tech stocks

Technology is disrupting almost every industry, yet most investors are underexposed to tech stocks. Do recent corrections provide a buying opportunity?

Ryan Dodd, Cyberhedge
From FinTech January 25, 2019

Fintech on Friday: Time cyber security took a seat in the boardroom

Data is the most valuable asset some companies hold, but do senior executives really know how their digital defences stack up?

data on screen
From FinTech January 11, 2019

Fintech on Friday: Portfolio management systems adapt to new era

Portfolio management systems have come a long way, but must continue to evolve if they are to deliver in the digital era

From FinTech January 4, 2019

Fintech on Friday: Wealth managers’ digital strategies due an upgrade

Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change

Singapore
From FinTech December 17, 2018

Hong Kong and Singapore face off over fintech

In terms of technology, Hong Kong has fallen behind both mainland China and rival Singapore. But the territory has a habit of reinventing itself

Portfolio management teaser
From FinTech October 12, 2018

Time for a new breed of portfolio management tool

A new generation of portfolio management tools are now available which sit on top of wealth managers’ existing systems but offer more flexible and focused capabilities

Digital pensioners
From FinTech October 5, 2018

Putting technology at the heart of wealth management

It is not just millennials who are living in the digital age. Wealth managers must utilise technology to deepen relationships with clients of all ages

Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019